KFI
IT icon

Key Financial Inc’s Gartner IT Stock Holding History

Key Financial Inc’s Portfolio IT Stock Details IT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$130 Sell
1
-14
-93% -$2.11K ﹤0.01% 1318
2026
Q1 		$2.38K Hold
15
– – ﹤0.01% 1152
2025
Q4 		$3.78K Sell
15
-1
-6% -$241 ﹤0.01% 1090
2025
Q3 		$4.02K Hold
16
– – ﹤0.01% 1085
2025
Q2 		$6.47K Sell
16
-31
-66% -$13K ﹤0.01% 976
2025
Q1 		$19.7K Buy
47
+1
+2% +$493 ﹤0.01% 671
2024
Q4 		$22.3K Buy
46
+31
+207% +$16K 0.01% 628
2024
Q3 		$7.6K Hold
15
– – ﹤0.01% 859
2024
Q2 		$6.74K Buy
15
+1
+7% +$445 ﹤0.01% 874
2024
Q1 		$6.67K Hold
14
– – ﹤0.01% 865
2023
Q4 		$6.32K Hold
14
– – ﹤0.01% 854
2023
Q3 		$4.81K Hold
14
– – ﹤0.01% 924
2023
Q2 		$4.9K Buy
+14
New +$4.56K ﹤0.01% 938

Other funds holding IT

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Key Financial Inc's IT Position: Q2 2026 in Review

Key Financial Inc reduced its Gartner (IT) stake by 93% in Q2 2026, selling an estimated $2.11K and leaving 1 share worth $130. The position accounts for ﹤0.01% of the portfolio, ranked #1318.

Key Financial Inc first reported a position in IT in Q2 2023 and has held it in 13 quarters since. The position peaked at $22.3K in Q4 2024. 651 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • Key Financial Inc held 1 share of Gartner worth $130 as of Q2 2026.
  • Key Financial Inc sold 14 Gartner shares in Q2 2026, an estimated $2.11K.
  • Gartner made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1318 holding.
  • Key Financial Inc first reported a position in Gartner in Q2 2023 and has held it in 13 quarters since.
  • Key Financial Inc's Gartner position peaked at $22.3K in Q4 2024.
  • 651 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.